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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,884 | $72,426+209.1% | $67,560+231.4% | $145,897+53.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 33.53% | 7226.78%-7193.3pp | 3533.50%-3500.0pp | 552.29%-518.8pp |
| Employer contribution / active EE | $4,857 | $3,074+58.0% | $2,737+77.5% | $4,663+4.2% |
| Participant deferral / active EE | $30,500 | $4,785+537.4% | $4,004+661.7% | $6,689+356.0% |
| Admin fee / account holder | $885 | $5,514-83.9% | $3,994-77.8% | $13,390-93.4% |